Cima Tax Pro
CIMA TAX PRO / YOUR NEXT CHAPTERPackages & Financial Partners ↗

Let’s Scale YourTax Business!

Your next chapter.
The right software.Four ways forward.
A person to guide you.

Rasheeda S. Williams seated in a green cardigan and navy trousers
YOUR PERSON AT CIMARasheeda S. Williams ↗Founder, CEO & Tax Professional

Choose the work you want to do.
Let’s find the package that fits.

Explore The Packages ↓

THE SOFTWARE COLLECTION

Your Ambition.
Your Next Step.

Four packages. Different roles.
Open a tier to explore the full offer.

Compare all four ↓
TIER 01 / FOUNDATION
Cima Tax Pro Tier 1 — Foundation — For Beginning Tax Preparers

Beginner Tax Preparers

Prepare with guidance, software training and return review.

PTIN · Assigned filing office

$89.00Enrollment Entry Price

Read the full package
TIER 02 / INDEPENDENT PRACTICE
Cima Tax Pro Tier 2 — Independent Practice — For Independent Tax Office Owners

Independent Tax Offices

Run your own office with software access, training and ERO support.

PTIN + EFIN

$199.00Enrollment Entry Price

Read the full package
TIER 03 / RESELLER
Cima Tax Pro Tier 3 — Reseller — For Tax Software Sellers And Team Builders

Software Resellers

Help preparers and office owners choose and enroll in the right software package.

PTIN + EFIN

$799.00Enrollment Entry Price

Read the full package
TIER 04 / SERVICE BUREAU
Cima Tax Pro Tier 4 — Service Bureau — For Tax Professionals Building An Office Network

Service Bureau Owners

Coordinate software, setup and support across your office network.

PTIN + EFIN

$1,499.00Enrollment Entry Price

Read the full package

Enrollment entry prices shown. Current checkout is a demonstration; no money is collected. Review your package documents for renewal, transaction and other applicable fees.

COMPARE THE DIFFERENCE

Compare Your Next Step.

Choose Your Role And Support Model
What MattersTier 1
Foundation		Tier 2
Independent Practice		Tier 3
Reseller		Tier 4
Service Bureau
Primary GoalPrepare With GuidanceOperate An OfficeSell Software PackagesSupport A Network
Starting Price$89$199$799$1,499
CredentialsPTIN; Assigned Filing OfficePTIN + EFINPTIN + EFINPTIN + EFIN
Preparation ModelReview Before FilingYour Office Manages ReviewOffice + Reseller RoleBureau + Network Role
Preparation Fees70% Preparer ShareNo Prep-Fee SplitNo Prep-Fee SplitBureau Fee Schedule
Cima Starter CourseIncludedIncludedIncludedIncluded
Software SetupThrough CimaThrough CimaThrough CimaThrough Cima

Preparation-fee shares are separate from software, transaction, bank and operating charges. Read your enrollment fee schedule for the complete cost.

FINANCIAL PARTNERS / PROFESSIONAL TAX OFFICES

Give your office more ways to work.

Refund transfers, settlement tools, advance options, and office support can shape the way a professional tax practice operates. Compare the options before choosing a provider.

Explore Financial Partners
PARTNER OPTION 01
Refund Advantage logo

Refund Transfers + Advance Options

Refund Advantage

A tax industry platform focused on refund transfers, taxpayer refund advance options, tax office funding options, and support for independent tax professionals.

PARTNER OPTION 02
Refundo logo

Settlement Services + Office Tools

Refundo

An all in one tax professional platform combining settlement services, advance products, payment tools, and office operations features.

PARTNER OPTION 03
Santa Barbara Tax Products Group logo

Refund Transfers + Tax Pro Growth Tools

Santa Barbara Tax Products Group

A Green Dot company offering pay by refund products and a broader set of tools designed for independent tax professionals.

Provider terms control availability, fees, eligibility, underwriting, and approval. Ask Rasheeda is an inquiry route and does not submit a bank application.

ONE COMPANY. THREE CONNECTED DIVISIONS.

One Cima. A Clear Place For You.

Cima Tax Solutions, Cima Tax Pro and Cima Tax Academy are three divisions of the same company, led by Rasheeda S. Williams. Choose the team and tools that fit what you need today.

02 / SCALECima Tax Pro

One Cima Family

Professional Software & Support

Software, setup and support to start your practice or grow your tax network.

Explore Cima Tax Pro

THE READING ROOM

Bring Curiosity.
Leave With Context.

From tax vocabulary to the claims making the rounds online, find explanations you can read, with references you can check.

Explore Ask Rasheeda! ↗
01 / ASK RASHEEDA!Good Questions. Clearer Answers.↗02 / THE CIMA JOURNALGo Beyond The Headline.↗03 / RESOURCE CENTEROpen The Source Material.↗

CIMA TAX PRO / TIER 01

Foundation

Cima Tax Pro Tier 1 — Foundation — For Beginning Tax Preparers
Read on the packages page ↗

Optimized ForBeginning Tax Preparers

PTIN Required · Work Through Your Assigned Filing Office

Get professional tax software, learn the workflow and have each return reviewed before it is sent to the IRS. Foundation is the starting point for a preparer who wants support while building experience.

  • Tax software access and step-by-step software training
  • Return review before IRS submission
  • Client intake forms and bank-enrollment guidance
  • Cima starter lessons and an assigned support contact
How The Package Works +

70/30 Preparation-Fee Split

You receive 70% of collected preparation fees under the Foundation arrangement. Separate operating and transaction costs still apply.

Review your package scope, renewal and activity-based fees with the enrollment documents. Software activation follows completed setup.

Read More About Tier 1 +

You Are Starting With A PTIN

You want to work with tax clients and develop your preparation skills with review support. An assigned filing office handles the EFIN-based filing arrangement.

Your First Client Workflow

Collect the client’s records, prepare in your assigned software, resolve questions with the reviewer and follow the office’s signature and filing steps. Each return is reviewed before submission.

What To Learn First

Start with the Cima course to understand intake and the filing sequence. Then use your assigned software instruction and tax-education resources before preparing live client work.

Explore The Starter Lessons ↗

$89.00Enrollment Entry Price

Demo Checkout — No Money Collected.

Start Now ↗

CIMA TAX PRO / TIER 02

Independent Practice

Cima Tax Pro Tier 2 — Independent Practice — For Independent Tax Office Owners
Read on the packages page ↗

Optimized ForIndependent Tax Office Owners

PTIN And EFIN Required

Prepare returns through your own office, manage your client workflow and retain your preparation fees. This package combines software access with training and support for an EFIN-based practice.

  • Tax software access and software orientation
  • Independent return preparation through your own office
  • ERO support portal and technical assistance
  • Bank-enrollment guidance and original Cima office-start lessons
How The Package Works +

Keep 100% Of Your Preparation Fees

No preparation-fee revenue split. Your software, bank and other applicable operating charges remain separate.

Review your package scope, renewal and activity-based fees with the enrollment documents. Software activation follows completed setup.

Read More About Tier 2 +

You Are Operating Your Own Office

You already prepare taxes and have, or are completing, your PTIN and EFIN setup. Your office manages its client work and return-review process.

Your Daily Office Workflow

Organize intake, assign work to preparers, review completed files and monitor federal and state acknowledgments. Use the ERO support portal for software assistance.

What To Prepare For Setup

Have your business details, preparer information and EFIN readiness available. Rasheeda will direct you to the secure setup process and your provider orientation.

Explore The Starter Lessons ↗

$199.00Enrollment Entry Price

Demo Checkout — No Money Collected.

Start Now ↗

CIMA TAX PRO / TIER 03

Reseller

Cima Tax Pro Tier 3 — Reseller — For Tax Software Sellers And Team Builders
Read on the packages page ↗

Optimized ForTax Software Sellers And Team Builders

PTIN And EFIN Required

Help new preparers and office owners select the right package, then guide them into enrollment. Reseller combines tax-software access with the training and support needed to scale a software-sales practice.

  • Tax software access, software training and ERO support
  • Resell the Foundation and Independent Practice packages
  • Partner enrollment and team-development guidance
  • Service-bureau-fee participation defined in your reseller schedule
How The Package Works +

Preparation Fees Plus Reseller Opportunity

Retain your preparation fees and earn the reseller compensation specified in your enrollment schedule. The schedule identifies the qualifying activity, calculation and payment timing.

Review your package scope, renewal and activity-based fees with the enrollment documents. Software activation follows completed setup.

Read More About Tier 3 +

You Want To Sell The Right Package To The Right Person

You understand the preparer and office roles and want to scale a software-sales business. Your work includes explaining the offer, guiding enrollment and following up with partners.

Your First Partner Workflow

Identify the prospect’s experience and EFIN situation, compare Tier 1 and Tier 2, explain the actual price and fees, and route them into enrollment. Track the setup handoff instead of promising immediate access.

How Your Earnings Are Tracked

Your reseller schedule defines the service-bureau-fee share and qualifying activity. Software sales and return-related compensation are different entries; keep both visible in your business records.

Explore The Starter Lessons ↗

$799.00Enrollment Entry Price

Demo Checkout — No Money Collected.

Start Now ↗

CIMA TAX PRO / TIER 04

Service Bureau

Cima Tax Pro Tier 4 — Service Bureau — For Tax Professionals Building An Office Network
Read on the packages page ↗

Optimized ForTax Professionals Scaling An Office Network

PTIN And EFIN Required

Scale a service-bureau business that helps tax professionals get set up, learn the software and keep their offices moving. Lead the relationship while the provider infrastructure supports software and technical operations.

  • Professional software, setup and ERO support
  • Partner onboarding and office-support coordination
  • Software, team-building and business-development training
  • Network fee configuration within your service-bureau agreement
How The Package Works +

Scale Revenue Across Your Network

Preparation and permitted network fees follow your bureau fee schedule. Your agreement identifies which fees you retain, applicable limits and provider charges.

Review your package scope, renewal and activity-based fees with the enrollment documents. Software activation follows completed setup.

Read More About Tier 4 +

You Are Ready To Lead And Support Offices

You want to coordinate a network of preparers, EROs and offices. The bureau role includes partner setup, training coordination, support and fee administration.

Your Network Workflow

Guide offices through enrollment and setup, organize training, handle first-line partner questions and escalate technical issues through the bureau support route. Review activity and partner needs regularly.

How The Business Model Works

Network volume and the permitted fee schedule drive the economics. Identify the software cost, service-bureau fee, transmitter allocation and any partner payout before calculating your margin. Your bureau agreement sets those arrangements.

Explore The Starter Lessons ↗

$1,499.00Enrollment Entry Price

Demo Checkout — No Money Collected.

Start Now ↗
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